Alta Park Capital, LP
25 holdingsFiling period: 2026-03-31Current AUM: $825.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | 496.8K | $47.8M | $35.6M | 4.32% | +167.6K | 2026-03-31 |
| 2 | — | NU HLDGS LTD | 3.09M | $44.4M | $44.4M | 5.38% | -292,511 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 147.0K | $37.3M | $45.4M | 5.50% | -- | 2026-03-31 |
| 4 | AMAT | APPLIED MATLS INC | 101.5K | $34.7M | $51.5M | 6.25% | -21,816 | 2026-03-31 |
| 5 | WDC | WESTERN DIGITAL CORP | 126.6K | $34.2M | $69.0M | 8.36% | -266,896 | 2026-03-31 |
| 6 | SNDK | SANDISK CORP | 52.1K | $33.1M | $63.3M | 7.67% | -145,764 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 182.6K | $31.8M | $36.6M | 4.44% | -43,350 | 2026-03-31 |
| 8 | — | ASML HLDG NV | 21.1K | $27.9M | $27.9M | 3.38% | +2.9K | 2026-03-31 |
| 9 | TER | TERADYNE INC | 93.5K | $27.7M | $34.4M | 4.17% | -69,576 | 2026-03-31 |
| 10 | — | TOWER SEMICONDUCTOR LTD | 151.7K | $26.6M | $26.6M | 3.23% | -14,138 | 2026-03-31 |
| 11 | PANW | PALO ALTO NETWORKS INC | 160.6K | $25.7M | $53.3M | 6.46% | +17.4K | 2026-03-31 |
| 12 | COMP | COMPASS INC | 3.39M | $24.8M | $38.6M | 4.67% | -208,518 | 2026-03-31 |
| 13 | — | SPOTIFY TECHNOLOGY S A | 47.8K | $23.2M | $23.2M | 2.81% | -4,115 | 2026-03-31 |
| 14 | LITE | LUMENTUM HLDGS INC | 32.1K | $22.5M | $22.9M | 2.78% | -- | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 39.3K | $22.5M | $21.9M | 2.65% | -13,038 | 2026-03-31 |
| 16 | COHR | COHERENT CORP | 94.1K | $22.4M | $24.7M | 3.00% | -- | 2026-03-31 |
| 17 | S | SENTINELONE INC | 1.66M | $21.3M | $31.5M | 3.82% | +156.5K | 2026-03-31 |
| 18 | ONTO | ONTO INNOVATION INC | 101.7K | $20.9M | $26.3M | 3.19% | -20,885 | 2026-03-31 |
| 19 | MRVL | MARVELL TECHNOLOGY INC | 200.0K | $19.8M | $37.5M | 4.55% | -- | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 61.9K | $19.2M | $24.1M | 2.92% | +6.2K | 2026-03-31 |
| 21 | LYV | LIVE NATION ENTERTAINMENT IN | 120.2K | $18.3M | $20.9M | 2.54% | -- | 2026-03-31 |
| 22 | MIR | MIRION TECHNOLOGIES INC | 977.1K | $18.2M | $14.6M | 1.77% | +414.6K | 2026-03-31 |
| 23 | TWLO | TWILIO INC | 118.0K | $14.8M | $23.3M | 2.82% | -22,440 | 2026-03-31 |
| 24 | MELI | MERCADOLIBRE INC | 8.6K | $14.8M | $16.1M | 1.95% | +845 | 2026-03-31 |
| 25 | NTSK | NETSKOPE INC | 909.1K | $7.7M | $11.4M | 1.39% | -- | 2026-03-31 |
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